OrgChartPlus | Dashboards and Charts

Key features

Power real account insights and understand gaps and risks in your relationship plans and strategies.

Built for lightning

Available to install with OrgChartPlus v6.13 and up.

Customisable to fit your world

Tailor for your team, territories or geographies.

Visualise effectively

See the ‘real’ relationship status with advanced stakeholder intelligence.

Define & tailor

Install as out-of-the box, or tailor to standard light or cool colouring or customisable to your own colours
Set permissions to user, role or profile level, enabling swift roll out of different vantage points of your account relationship reporting.
Embed charts as components into account, contact and opportunity page layouts…
…Or view and customise the entire dashboard in one, and drill down into each report as required.

Relationship strength

Discover your true ‘connection’ to your customers, using OrgChartPlus’s relationship strength chart views.

Reporting to fit your business

Use the multiple chart views to see an overview of your relationship strength by your full Account set, by target industries or even by Sales person.

Visualise profitable relationships

See the Account relationship brought to life through the account lens, or by won opportunities. Even map your Account’s opportunities against influence and intimacy ratings to see deeper trends.

Relationship detail at your fingertips

Different views rate relationship intimacy with stakeholders from individual team members’ 1 on 1 relationships or the overall Account Owner – and you can drill down into each contact rating for a closer look.

Discover the full OrgChartPlus app

OrgChartPlus

Trusted by global brands

Used by thousands of salespeople globally.

What our customers say

We rolled out OCP to our huge global sales organisation and it gets the wow factor. It’s been instrumental in us gathering our knowledge of customers and relationships, then used to help develop our account planning focus and strategy.

BT Global Services

Over the years, I have evaluated a number of OrgChart applications that live inside or outside of Salesforce. I finally found one. We’ve been using it for 6 months now and it’s terrific. When we ran into technical trouble, SalesMethods were eager and efficient at helping us problem solve.

Hearsay Systems

This tool is fantastic. It provides a great deal of detail without needing to do a lot of work. The ability to create org charts for specific opportunities is also great when a huge opportunity comes in with many complex relationships needing to be understood. The team at SalesMethods was phenomenal to work with.

Taconic